Team

Team

Aimee Allan

Aimee Allan

Investment Support Specialist | Office Administrator

Aimee joined Eslick Financial Group in 2025 and plays an integral role in ensuring operational excellence and client service. She supports investment processing, office administration, and client coordination, helping maintain a smooth and organized experience for those we serve.

With over ten years of experience in office administration and financial services, Aimee brings attention to detail and a proactive mindset that strengthens both internal operations and client relationships.

Areas of Focus
  • Securities processing and account administration
  • Office operations and logistics
  • Client coordination and service support
Professional Background
  • Over ten years of experience in financial and administrative roles
  • Prior experience in real estate and financial services operations
Interests

Aimee enjoys attending her children’s sporting events, spending time with family and friends, and traveling — especially to destinations near the beach.

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